Build Excecutive Summary - Finance Report

Mastering Power BI with Excutive Summary - Finance Report Use-case

Power BI
Report
Dashboard
Finance
Executive Summary
Author

Phuong Nguyen

Published

December 23, 2024

Welcome to Business Intelligence world with Power BI!

In this post, I will guide you through building an executive summary finance report using Power BI.

Use Case Description

  • Our dataset is a sample financical dataset from Power BI Desktop.
  • Our objective is to create a Power BI report that helps executives answer the following three questions:
    • Which month and year had the highest profit?
    • Where is the company experiencing the most success (by country/region)?
    • Which product and segment should the company continue investing in?

How-to Guide

Our development process involves the following steps:

- Data preparation

  • Data loading
  • Data transformation
    • Convert the data type of “Units Sold” to Whole Number.
    • Change the ext format of “Segment” to UPPERCASE.
    • Rename “Month Name” to “Month”.
    • Remove the “Montana” product from “Product” as it was discontinued last month.

- Data modeling

  • Write two DAX formulas for measures and tables.

- Report building

  • Visual #1: Add a title.
  • Visual #2: Line graph for Profit by Date.
  • Visual #3: Map visualisation for Profit by Country/Region.
  • Visual #4: Bar graph for Sales by Product and Segment.
  • Visual #5: Time slider for Year.

- Report Publishing

  • Publish our report from Power BI Desktop to Power BI service to share.

To give you a hands-on practice of this use case, please following my step-by-step tutorial video to perform all the above steps:

Final result

In summary, the final Executive Summary - Finance Report should look like this:

This report enables executives to address the following questions:

- Which month and year had the highest profit?

- December 2014.

- In which country/region the company experiencing the most success?

- In Europe, specifically France and Germany.

- Which product and segment should the company continue to invest in?

- The company should continue to invest in the Paseo product, focusing on the Small Business and Government segments.

Reference

  • [1] https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-excel-stunning-report